+45.5%
IQV vs AGI
+17.6%
+27.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.2% |
| 7D | +2.3% | +0.6% | +1.7% | +2.2% |
| 30D | +13.4% | +18.2% | -4.8% | +11.8% |
| 3M | +43.3% | -4.1% | +47.4% | +44.0% |
| 6M | +50.5% | -28.7% | +79.2% | +56.2% |
| YTD | +18.8% | -4.0% | +22.8% | +20.0% |
| 1Y | +45.5% | +17.4% | +28.0% | +46.6% |
| All | +45.5% | +17.6% | +27.9% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling